CFC Planning Co LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for CFC Planning Co LLC with $119.0M in long positions as of Q3 2025, 25% allocated to Technology, and 42% concentrated in top 10 positions.
- Portfolio Value
- $119.0M
- Top 10 Concentration
- 42%
- Top Sector
- Technology (25%)
- US Exposure
- 100%
- Market Cap Focus
- Mega Cap
- Countries
- 2
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
41 industries across all sectors
Filter by Sector
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Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 3 quarters
- Avg. Top 20
- 2.6 quarters
- Avg. All Positions
- 1.8 quarters
- Median Holding Period
- 2.5 quarters
- Persistence Rate
- -
- Persistent Holdings Weight
- -
- Persistent Positions
- 0
- Longest Held
SPDR S&P 500 ETF TrustSPY - 3 quarters
Position Sizing & Influence
No data available
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 22.1%
- Value Traded
- $26.33M
- Positions Added
- 25
- Positions Exited
- 25
Historical (Since Q4 2024)
- Avg. Turnover Ratio
- 27.7%
- Avg. Positions Added
- 33
- Avg. Positions Exited
- 13
- Highest Turnover
- 50.0%Q4 2024
- Lowest Turnover
- 18.9%Q2 2025